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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $344,532 | $156,398+120.3% | $147,318+133.9% | $138,895+148.1% |
| Participation rate | 71.4% | 83.8%-12.3pp | 82.1%-10.6pp | 79.9%-8.5pp |
| Annual return | 14.90% | 78.75%-63.8pp | 70.43%-55.5pp | 145.39%-130.5pp |
| Employer contribution / active EE | $3,326 | $4,853-31.5% | $4,593-27.6% | $4,194-20.7% |
| Participant deferral / active EE | $11,138 | $8,237+35.2% | $7,906+40.9% | $6,396+74.1% |
| Admin fee / account holder | $430 | $14,976-97.1% | $13,708-96.9% | $12,562-96.6% |